To analyze the portfolio expenses, select the Expenses tab in the portfolio view.
The expenses is an annual estimate calculated as:
estimated expenses = portfolio expense ratio * portfolio value
The expense ratio is the weighted average of the funds expenses:
portfolio expense ratio = sum for all positions (fund expense * fund weight in portfolio)
Note that estimated expenses ($) are not shown for model portfolios since positions in model portfolios have no assigned value.
Details per position
You can toggle between a bar chart view and a table view using the buttons above the chart/table.
What the expenses include
For each fund, Kwanti uses the expense ratio as reported in the fund's prospectus. These expenses include 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.